See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $612,478 | $159,602+283.8% | $150,045+308.2% | $142,382+330.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.77% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $8,478 | $4,961+70.9% | $4,693+80.6% | $4,299+97.2% |
| Participant deferral / active EE | $25,299 | $8,310+204.4% | $7,997+216.4% | $6,507+288.8% |
| Admin fee / account holder | $118 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |